Save researched prospects as Capsule contacts
Move prospect research into your CRM while the details are still in context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Capsule CRM Party
Creates a record for a person or organisation.
Why this helps
Manually copying names and contact details from browser research creates busywork and leaves promising prospects outside the CRM.
- Add complete prospect records to Capsule without retyping research.
- Skip records that lack enough information to identify a person or organisation.
- Keep a consistent handoff from browser research to sales follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe that Notis should review incoming prospect research and create a Capsule party only when the record is sufficiently complete.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real prospect example from Agenty and check the resulting Capsule record.
Questions about this workflow
Does Agenty provide a native trigger for this workflow?
No. This workflow starts when Agenty or another caller sends the collected prospect details to a Notis webhook.
Will incomplete research create a contact?
The prompt can tell Notis to skip records that do not contain enough detail to identify the person or organisation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Capsule crm. A trigger fires from one place; an action lands in another.
Agenty triggers
Capsule crm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Capsule CRM Party
Creates a record for a person or organisation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Project Party
Adds a person or organization to a project as an additional party.
Delete Party
Deletes a person or organisation.
Create Capsule CRM Category
Creates a task category with a name and color.
List Deleted Opportunities
Lists opportunities deleted or restricted since a specified date.
Create Custom Field Definition
Creates a custom field definition for parties, opportunities, or projects.
List deleted parties
Lists parties deleted since a specified date.
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Connect any two apps with Notis in the middle.
Agenty and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Capsule crm.